Join us for a free online introduction about how Xero can help Financial Advisors.
Note: Select your time zone from the drop down below to see when each demo is running.
This introductory session to Xero for Financial Advisors covers the following:
- Who is Xero?
- Overview of Xero Pilot Program for Financial Advisors
- High level walkthrough of Xero Cashbook for an advised client (bank reconciliation, budgets, reports, user roles)
- Security, addons and future directions
- Questions and Answers